Practitioner and Volunteer Resources
WHY HANDS ON BANKING?
Hands on Banking is a free, non-commercial financial education program provided as a public service by the Wells Fargo Foundation. It offers presentations and resources to help practitioners, organizations, and volunteers teach valuable financial skills. Anyone is welcome to use these materials. Check out the video below for more information about Hands on Banking.
WELLS FARGO EMPLOYEES
Wells Fargo employees are encouraged to use Hands on Banking financial education content when volunteering with nonprofit organizations and schools. More guidance for employees is available on the Hands on Banking Resource Center on Teamworks (internal Wells Fargo link). Please be sure to log your volunteer hours in the Community Care Portal (Wells Fargo partner site).
RESOURCES
Presentations
These ready-to-use presentations and corresponding handouts are organized by audience. The PowerPoint presentations include speaker notes to guide you.
PRESENTATIONS
NEW in 2025:
- download What Banks Can Do for You - Elementary (PPT)
- download What Banks Can Do for You - Middle/High School (PPT)
- download Saving and Spending - Elementary (PPT)
-
download
Saving and Spending - Middle/High School (PPT)
More fresh presentations are coming soon! In the meantime, these existing presentations are available:
- download Credit and Loans (PPT)
PRESENTATIONS
NEW in 2025:
- download What Banks Can Do for You - Middle/High School (PPT)
-
download
Saving and Spending - Middle/High School (PPT)
More fresh presentations are coming soon! In the meantime, these existing presentations are available:
- download Credit and Loans (PPT)
PRESENTATIONS
NEW in 2025:
- download What Banks Can Do for You - Adults and Young Adults (PPT)
-
download
Saving and Spending - Adults and Young Adults (PPT)
More fresh presentations are coming soon! In the meantime, these existing presentations are available:
- download Credit Cards (PPT)
- download Credit and Loans (PPT)
HANDOUTS & WORKSHEETS
- .pdf Spending Habits Checklist (PDF)
- .pdf Spending Plan (PDF)
- .pdf Personal Goal Setting worksheet (PDF)
- .pdf Credit Application Checklist (PDF)
- .pdf What Is Your Credit Picture? (PDF)
- .pdf Credit Card Quiz (PDF)
- .pdf Are You Ready to Buy a Home? Checklist (PDF)
- .pdf Emergency Preparedness worksheet (PDF)
- .pdf Wealth Building - Planning for the Future worksheet (PDF)
- .pdf Participant Certificate (PDF)
Lesson plans and courses
Anyone can use the educator resources (lesson plans) and online courses for students on the Hands on Banking for Youth site.
The Hands on Banking Experience
The Hands on Banking® Experience is a “real-world” money management simulation, designed for high school students and young adults, that helps teach important financial education concepts such as budgeting, comparison shopping, and evaluating needs, wants, and tradeoffs in a relevant and engaging way. Materials are available to conduct the activity in person or virtually.